Why Choose Us?

Simply put...Quality of Advice Matters!

FINANCIAL PLANNING: A CO-CREATIVE EXPERIENCE

You are unique:

• As an individual
  
• As a family
  
• As a professional

Thus, it may not work to take a cookie-cutter approach to:

• Managing your wealth
  
• Controlling taxation
  
• Saving money for retirement
  
• Creating a family legacy

We value you, your family and your business; therefore, we partner with you to provide a co-creative, comprehensive financial planning experience that is custom to your goals and needs. With us, it's about relationships, not just returns. 

Let us help you to:

• Build, balance, & grow personal wealth
  
  
• Plan for
  
  • Growth
    
  • Succession
    
  • Retirement
    
  • Legacy, Estates, Charitable Giving

If you are an Oregon resident, give us a call. We are an Independent Registered Investment Advisor (RIA) firm in beautiful Central Oregon and we can service investors who are located anywhere in the state.

GIVE US A CALL: 541-385-6263
SEND US AN E-MAIL: dsmith@adviceforwealth.com